Outstanding LIVE
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Paid (all time) LIVE
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Active team LIVE
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Customers LIVE
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✨ Daily briefing AI
Get a quick, AI-written summary of what needs your attention today, pulled from your live data.
Revenue vs. expenses — last 6 months
Customer growth — last 6 months
Connected modules
Needs attention
Recent invoices
Recent customer activity
Invoicing
Quotes
Sales orders
Expenses
Ledger
Reports
Tax
Outstanding
$0
Paid (all time)
$0
Overdue
0
Clients
0
Invoices
| Invoice | Client | Due | Amount | Status |
|---|
Clients
| Name | Open invoices |
|---|
Credit notes
| Credit note | Against invoice | Client | Amount | Reason | Issued |
|---|
Recurring invoices
Due invoices generate automatically whenever someone opens the app — not on a fixed background schedule, so if nobody signs in for a while, every invoice that came due in the meantime generates the next time someone does, all at once.
| Client | Amount | Frequency | Next invoice | Status |
|---|
Draft
0
Awaiting response
0
Accepted
0
Open quote value
$0
Quotes
| Quote | Client | Valid until | Amount | Status |
|---|
Confirmed
0
Fulfilled, not yet invoiced
0
Invoiced
0
Open order value
$0
Sales orders
For a confirmed order you're fulfilling before billing — separate from Quotes, which convert straight to an invoice. Use whichever fits how you actually work; neither is required to use the other.
| Order | Client | Amount | Status |
|---|
Total expenses (all time)
$0
This month
$0
Owed (unpaid bills)
$0
Entries
0
Expenses
| Date | Description | Category | Amount | Status |
|---|
Monthly budgets
A monthly limit per category. Spend shown is this calendar month only. Leave a limit blank or at 0 to track a category without a budget alert.
| Category | Monthly limit | Spent this month | Remaining |
|---|
General ledger
Auto-posted from invoices, expenses, payroll & journal entries| Date | Description | Account | Debit | Credit |
|---|
Journal entries
For anything that doesn't come from an invoice, expense, or payroll run — corrections, depreciation, accruals. Every entry must balance: total debits must equal total credits. Entries post directly into the ledger above; using an account name outside this app's standard set (Cash, Accounts Receivable, the expense categories, etc.) means it appears correctly here but won't be specially categorized in Reports.
| Date | Description | Lines | Total |
|---|
Bank reconciliation
Check off each cash transaction as you confirm it against your real bank statement. There's no live bank connection here — this is a manual check against what you see on your statement, the same way reconciliation has always worked without one.
Book balance (all cash activity)
$0
Reconciled balance
$0
Unreconciled
0
| Date | Description | Amount |
|---|
Profit & Loss
Balance Sheet
Cash Flow Statement
These reports are generated live from your actual invoices, expenses, and payroll runs using double-entry postings — not hardcoded numbers. They assume all activity is cash-settled (no accounts payable / credit terms modeled yet), and they are not a substitute for tax or compliance software.
Sales tax owed
$0
Remitted (all time)
$0
Current rate
0%
Record a remittance
Log a payment made to the tax authority — this reduces the Sales Tax Payable liability and your cash balance, the same way settling a bill does.
Remittance history
| Date | Amount |
|---|
Directory & Payroll
Leave
Performance
Disciplinary
Total team
0
Active
0
On leave
0
Departments
0
Team directory
All
Active
On leave
Offboarded
| Name | Role | Department | Start date | Status |
|---|
HR analytics
Tenure and turnover across everyone ever on record — not just who's currently active.
Average tenure (active team)
—
Turnover rate (all time)
—
Leave days taken this year
0
Total people ever on record
0
| Department | Active headcount |
|---|
Payroll
Tracking only — not tax or compliance softwareMonthly payroll (active)
$0
On active payroll
0
Last run
—
| Run date | People paid | Total |
|---|
Total customers
0
Active
0
Leads
0
Churned
0
All customers
All
Leads
Active
Churned
Select a customer to see details and notes.
Open opportunities
0
Pipeline value
$0
Won (all time)
0
Won value
$0
Sales pipeline
Pipeline report
Win rate and deal size across every opportunity ever recorded, not just what's currently open.
Win rate
—
Average won deal size
$0
Lost value (all time)
$0
Total opportunities ever
0
| Stage | Count | Value |
|---|
Inventory & Tasks
Purchasing
Inventory items
0
Low stock
0
Open tasks
0
Completed tasks
0
Inventory
| Item | SKU | Stock | Reorder at | Status |
|---|
Tasks & workflows
All
To do
In progress
Done
| Task | Assignee | Due | Priority | Status |
|---|
Active jobs
0
Due this week
0
Completed this month
0
Total jobs on file
0
Production analytics
On-time rate compares each completed job's actual completion date to its original due date — only counts jobs that had a due date set. Job creation dates aren't tracked yet, so cycle time (how long a job takes start to finish) isn't shown here — this is specifically about hitting the date you promised, not how long the work took.
On-time delivery rate
—
Completed with a due date (all time)
0
Currently overdue
0
Total jobs ever
0
| Stage | Jobs |
|---|
Open
0
Urgent
0
Pending
0
Resolved this month
0
All tickets
All
Open
Pending
Resolved
Closed
Select a ticket to see the conversation.
Support analytics
Average resolution time and priority mix, computed across every ticket ever recorded — not the live "right now" counts above.
Average time to resolution
—
Resolved (all time)
0
Total tickets ever
0
Currently open + pending, high/urgent priority
0
| Priority | Open + pending |
|---|
Month
Invoices
Production
Tasks
Total files
0
Folders
0
Storage used
0 MB
Uploaded this month
0
Files
| Name | Folder | Linked to | Size | Uploaded |
|---|
Core modules
Marketplace — more modules, coming soon
Storefront
Sell products online and sync orders straight into Finance and Operations.
Coming soon
Marketing
Campaigns, email sends, and lead capture that feed directly into Customers.
Coming soon
Time tracking
Clock-ins and project hours that flow into Payroll automatically.
Coming soon
Manufacturing
Quote → production → quality check → delivery, tracked as one pipeline.
Coming soon
Warehouse
Multi-location stock, transfers, and pick/pack workflows.
Coming soon
Point of sale
In-person sales that post straight into Finance and Inventory.
Coming soon
Payroll & compliance
Full payroll runs with tax filing, not just tracking.
Coming soon
Helpdesk
Support tickets and conversations, linked to each customer's history.
Coming soon
Booking & scheduling
Appointments and jobs on a calendar, synced to People and Customers.
Coming soon
Active automations
0
Paused
0
Total runs logged
0
Your automations
Company
Plan & billing
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Currency & tax
Pick a region to set sensible defaults, or configure manually. This updates how every amount displays across the whole workspace.
Applied automatically to every new invoice's subtotal — each invoice locks in the rate at the time it's created, so changing this later doesn't retroactively change past invoices.
Danger zone
Reset every module back to the original demo data. This removes anything you've added or changed and can't be undone.